Vanessa D
- Total activity 156
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Activity overview
Latest activity by Vanessa D-
Vanessa D created an article,
How to edit Quantity & Price of an Approved Order
Goal: Revise approved order edit an approved order how to edit price on an approved order how to edit quantity on an approved order changing SKU on an approved order editing approved orders Addin...
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Vanessa D created an article,
How to Update or View a Planned or Scheduled Budget
Goals: The following article describes what a Planned and Scheduled Budget is and outlines steps for viewing Planned/Scheduled budgets. Scheduled Budgets or Planned Budgets are a monthly, qua...
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Vanessa D created an article,
How to Fail items in receive
Goal: Failing items that are no longer required An item ordered is broken or missing Failing items Failing returned items Steps: Head into the Receive tab To the right of the order Item, you...
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Vanessa D created an article,
What payment methods can I use for Amazon PunchOut?
Question: Paying via bank account on Amazon Punchout Answer: Currently, Amazon does not accept payment for purchases via a Bank account. You can set up one of the following payment methods: 1...
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Vanessa D created an article,
Can I use Amazon Punchout on Mobile?
Question: Amazon Punchout and Mobile Using Punchout on Mobile Answer: At this time Amazon PunchOut is not available on Mobile, you can only use PunchOut via web. Tips! Amazon PunchOut Integra...
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Vanessa D created an article,
Can SSO be used with CheckOut and PunchOut?
Question: SSO and Amazon Punchout or CheckOut Procurify extension and Amazon Punchout Answer: CheckOut SSO and CheckOut cannot be used simultaneously. SSO options such as Google, Azure and Okt...
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Vanessa D created an article,
What Happens when you Delete an Account Code?
Question: Deleting an account code historical account code data Answer: When an account code is deleted, it isn't removed entirely from the system. It will remain invisible in the memory of th...
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Vanessa D created an article,
How to add discounts & credits in Procurify
Goal: Adding a discount to a purchase order Adding a credit memo or refund to a bill How to add a discount Steps: There are two possible options to add a credit/discount to an item within Proc...
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Vanessa D created an article,
Orders are going to the wrong approver
Issue: Double approvals Why am I having to approve the same order twice? Wrong approver Orders going to the wrong approver Incorrect approval routing displayed Endless approval loops Cause: Th...
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Vanessa D created an article,
How to Delete a Bill
Goal: Delete a Bill Revert Bill to Draft Deleting a Bill Putting Bills back to Draft Steps: In order to delete a Bill, it will need to be reverted back into a Draft state. If your Bill is alrea...